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Institute for Wealth Management’s Aurora AUR Stock Holding History

Institute for Wealth Management’s Portfolio AUR Stock Details AUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.8K Buy
+2,029
New +$12.4K ﹤0.01% 1240
2025
Q4 		– Sell
-52,713
Closed -$284K – 547
2025
Q3 		$284K Buy
+52,713
New +$309K 0.03% 465

Other funds holding AUR

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
U
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Institute for Wealth Management's AUR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Aurora (AUR) in Q2 2026: 2,029 shares worth $13.8K. The stake represents ﹤0.01% of the portfolio and ranks #1240 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in AUR as recently as Q3 2025.

Institute for Wealth Management first reported a position in AUR in Q3 2025 and has held it in 2 quarters since. The position peaked at $284K in Q3 2025. 455 funds tracked by Wall St. Rank hold AUR as of Q2 2026.

  • Institute for Wealth Management held 2,029 shares of Aurora worth $13.8K as of Q2 2026.
  • Aurora was a new Institute for Wealth Management position in Q2 2026.
  • Aurora made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1240 holding.
  • Institute for Wealth Management first reported a position in Aurora in Q3 2025 and has held it in 2 quarters since.
  • Institute for Wealth Management's Aurora position peaked at $284K in Q3 2025.
  • 455 funds tracked by Wall St. Rank held Aurora as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.